Presales Engineer (CPA, B2B SaaS) Full Time

We are growing fast, and this role is at the heart of it — helping customers see real value, building on a motion that’s already working, and doing it alongside a sharp, ambitious team.

You’ll be the voice of the customer internally, partnering with Sales, Product, and Engineering to solve complex customer problems & not just explain features.

You’ll bring genuine finance domain credibility: you can have thoughtful, credible conversations with Controllers and Finance leaders on topics like revenue recognition, billing complexity, and close cycles, and connect those discussions back to product value.

Solutioning

What you will be doing-

• Understand customer billing models and configure Zenskar contracts, pricing, metering, and invoicing accurately.
• Translate complex business requirements into clear, structured Zenskar workflows and setups.
• Design solutions for complex billing, revrec and reporting processes, focused on outcomes rather than features.

Pre-Sales & Technical Discovery

• Partner with Sales on live demos, sandbox setups, and RFP responses.
• Participate in discovery conversations with CTOs, CFOs, Controllers, VPs of Finance, and senior stakeholders, connecting customer needs to Zenskar’s capabilities.
• Build and maintain demo environments that reflect real-world enterprise use cases.
• Support enterprise deal cycles and contribute meaningfully to deal outcomes.

Internal Coordination & Escalation

• Act as the voice of the customer internally, sharing structured insights with Product and Engineering.
• Create clear handoff documentation when transitioning deals or use cases.
• Raise and follow through on time-sensitive issues to ensure momentum is never lost.

Documentation & Enablement

• Create customer-specific solution documentation and onboarding references.
• Contribute to internal knowledge bases, enablement material, and product documentation.
• Communicate clearly — simple enough for a CXO, precise enough for technical teams.

Ideal Candidate

• Strong Senior Solutions Engineer / Pre-Sales/ SalesEnabler profile
• Mandatory (Location) – Candidate must be based out of US /Canada only
• Mandatory (Experience 1) – Must have 6+ years of relevant experience in Solutions Engineering, Pre-Sales, Technical Consulting, or similar customer-facing sales enabler role in a B2B SaaS environment
• Mandatory (Experience 2) – Must have spent the last 3+ years continuously in a Solutions Engineer / Pre-Sales / Technical Consultant role, owning customer-facing solutioning, demos, and deal support
• Mandatory (Experience 3) – Must have hands-on experience conducting technical discovery sessions, enterprise demos, sandbox setups, and POCs for mid-market and enterprise customers
• Mandatory (Experience 4) – Must have experience supporting or co-owning enterprise deal cycles of $75k+ ACV, with multi-stakeholder sales processes (Finance, CFO, CTO CXO-level stakeholders)
• Mandatory (Experience 5) – Must have strong solutioning experience, including configuring workflows, pricing, contracts, billing logic, and implementing technical demos of SaaS products.
• Mandatory (Experience 6) – Must have a strong understanding of APIs, SaaS architecture, and system workflows, with the ability to reason through integrations and technical use cases
• Mandatory (Education) – Must have either CPA (or equivalent certification, CPA preferred), Can be ignore if have work experience in BillingTech, AudiTech, FinTech space
• Mandatory (Company) – Must have worked in B2B SaaS companies, preferably in FinTech / Billing / ERP / RevOps domain
• Mandatory (Note Location) – If candidate based in US, select United States (USA) option in Current Location while uploading
• Mandatory (Note CTC) – Convert CTC in INR (not in USD) while uploading candidate CTC/ECTC
• Mandatory (Note Next Step): Once the candidate is shortlisted, candidate needs to book the intro call with client as per their availability, share calendar link
• Mandatory (Company)—Candidates from the given company list will only be considered for this role. (Check Preferred Company list)
• Mandatory (Note): For CTC, use 90 as conversion from dollar to INR
• Preferred (Experience 1) – Experience working at or selling products related to Billing / Subscription management / RevOps / ERP systems e.g., NetSuite, Salesforce Billing, Zuora, Chargebee, Recurly)
• Preferred (Experience 2) – Mandatory (Experience 7) – Must have deep functional knowledge of finance operations, including: Revenue recognition (RevRec), Billing and invoicing workflows, Order-to-cash lifecycle, Close cycles and financial reporting
• Preferred (Experience 3) – Proven experience in owning implementation or go-live outcomes, including accountability for delivery timelines and quality.
• Preferred (Experience 4) – Experience using CRM tools (e.g., Salesforce) for pipeline tracking, deal support, and customer engagement.

Perks, Benefits and Work Culture

• Variable: Based on performance
• ESOPs (for full time roles)

Benefits (for Full-time Roles)

• Health insurance
• Generous vacation policy
• Learning and development budget
• Team events and company offsites
• Maternity and Paternity benefits
• Company Laptop
• Friday game nights

Skills: saas,enterprise,b2b,finance,sales,cpa,pre-sales,documentation,customer